Jeff Park(@dgt10011):If you have to pay more interest bc you raise rates esp as you move towards increasing t bills (reverse operation twist) then you worsen your own credit because youre accelerating both the timing and prob of default at same time-> higher roll risk higher term premium The end

Jeff Park

@dgt10011

Partner @paraficapital advisor @Bitwise @solana. Radical Portfolio Theory™ Heretic. ex-@morganstanley @stanford. Views are my own. NFA

가입 March 2009

3.1K 팔로잉 중 103.2K 팬

Jeff Park@dgt10011

2026.09.17 01:57

If you have to pay more interest bc you raise rates esp as you move towards increasing t bills (reverse operation twist) then you worsen your own credit because youre accelerating both the timing and prob of default at same time-> higher roll risk higher term premium The end

260

커뮤니티로 전달

인기 있는 사용자